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Terrance Martin, Ph.D., MBA: Financial Education Research & Diversity

Terrance Martin, Ph.D., MBA: Financial Education Research & Diversity

How has Dr. Terrence Martin’s experience in financial planning influenced his research in financial education? In this episode, Jamie Hopkins, Managing Partner…

Jamie Hopkins September 25, 2023
Miranda Reiter, Ph.D., CFP®: Diversity and Inclusion in Financial Planning

Miranda Reiter, Ph.D., CFP®: Diversity and Inclusion in Financial Planning

Introducing former financial planner and banker of several Fortune 500 firms, current Assistant Professor of Personal Financial Planning at Texas Tech University,…

Jamie Hopkins September 18, 2023
Kenneth W. Gronbach: The Dynamics of Change in Demography and Migration

Kenneth W. Gronbach: The Dynamics of Change in Demography and Migration

Understanding the dynamics of demographics, migration patterns, and their impact is now more crucial than ever. These factors play a tremendous role in shaping…

Jamie Hopkins September 12, 2023
Vanessa N. Martinez: Empowering Latinos In Finance Through Community

Vanessa N. Martinez: Empowering Latinos In Finance Through Community

Building a sense of community within the financial services industry fosters an environment where advisors can embrace and learn from the unique perspectives and…

Jamie Hopkins September 4, 2023
Martin Seay, Ph.D., CFP®: Connecting Students with the Financial Planning Industry

Martin Seay, Ph.D., CFP®: Connecting Students with the Financial Planning Industry

The world of financial planning has changed significantly, attracting a new generation of people who are beginning their journey along these paths. As this profession…

Jamie Hopkins August 28, 2023
Chloé A. Moore: Empowering The Next Generation

Chloé A. Moore: Empowering The Next Generation

Are unpaid internships holding back the next generation? In this episode, Jamie Hopkins and Ana Trujillo Limón speak with Chloé A. Moore, CFP®, a Financial Planner…

Jamie Hopkins August 21, 2023
Mac Gardner: Financial Education, Networking & Fundraising

Mac Gardner: Financial Education, Networking & Fundraising

How important are networking and fundraising skills in the financial services industry? Today’s guest, Mac Gardner, CFP®, started Mu Nu Upsilon with those skills…

Jamie Hopkins August 14, 2023

Julie Ragatz & Kellan Brown: Growing Through Mentorship

Who was your mentor who got you to where you are today? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, speaks with Julie Ragatz, Ph.D., Vice…

Jamie Hopkins August 7, 2023
John Parsons, Abbey Henderson & Ty Bongiovanni: Giving Back To The Community

John Parsons, Abbey Henderson & Ty Bongiovanni: Giving Back To The Community

How has your firm given back to your community? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching…

Jamie Hopkins July 31, 2023
Brent Petty: Thriving in Retirement Planning

Brent Petty: Thriving in Retirement Planning

As financial advisors, it’s important to think about the impact you have not just financially and on your stakeholders, but on the community as a whole. In this…

Jamie Hopkins July 24, 2023
Austin Hatch: Overcoming Adversity

Austin Hatch: Overcoming Adversity

How can adversity lead to success? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Odaro Aisueni, Wealth Planning Administrator, speak…

Jamie Hopkins July 17, 2023
Will Morales and Ron Carson: Health, Happiness & Resilience

Will Morales and Ron Carson: Health, Happiness & Resilience

What money, health, happiness, and resiliency have in common is that we can’t do it alone. We need to have each other to keep going. In this episode, Jamie Hopkins,…

Jamie Hopkins July 10, 2023
Mike Erwin: Leadership, Solitude & Human Skills

Mike Erwin: Leadership, Solitude & Human Skills

Are you struggling to find your footing as a leader? Do you find yourself constantly surrounded by noise and distractions? In this episode, Jamie Hopkins, Managing…

Jamie Hopkins July 3, 2023
Alana Macy and Amy Noel: Building a Successful Firm

Alana Macy and Amy Noel: Building a Successful Firm

Have you ever thought about starting a family business? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director,…

Jamie Hopkins June 26, 2023
Anna N’Jie-Konte and Keith Beverly: Merging Firms and Closing the Racial Wealth Gap

Anna N’Jie-Konte and Keith Beverly: Merging Firms and Closing the Racial Wealth Gap

If one person can break the cycle of poverty and dysfunctional money management in their own family, then others can too. That ripple effect is what drove Anna…

Jamie Hopkins June 19, 2023
Gregg Johnson and Michael Belluomini: What’s New in Mergers and Acquisitions

Gregg Johnson and Michael Belluomini: What’s New in Mergers and Acquisitions

What’s new in the mergers and acquisitions space? In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, speaks with Gregg Johnson, National…

Jamie Hopkins June 12, 2023
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